Top 10 advisors in Bloomfield Hills
We’ve curated a list of the best financial advisors in Bloomfield Hills, take a look at it below
Find an advisor in Bloomfield Hills| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $12,103,858,871 | 15 advisors | ||
| 2 | $2,853,254,809 | 22 advisors | ||
| 3 | $1,564,181,995 | 93 advisors | ||
| 4 | $1,232,839,913 | 10 advisors | ||
| 5 | $1,138,884,124 | 23 advisors | ||
| 6 | $735,613,415 | 12 advisors | ||
| 7 | $688,326,672 | 19 advisors | ||
| 8 | $676,302,366 | 7 advisors | ||
| 9 | $554,548,498 | 13 advisors | ||
| 10 | $384,731,337 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Bloomfield Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bloomfield Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Yousif Capital Management, LLC
Assets under management
$12,103,858,871
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Azimuth Capital Management
Assets under management
$2,853,254,809
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES FTCS AND FRS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Credit, Cash Management, And Insurance Solutions
3. Flexible Plan Investments Ltd
Assets under management
$1,564,181,995
Fee structure
A percentage of assets under your management
SUBSCRIPTION FEES ANNUITY PRICE CENTER
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Security Ratings Or Pricing Services
4. Diversified Portfolios, Inc.
Assets under management
$1,232,839,913
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. O2 Investment Partners, L.p.
Assets under management
$1,138,884,124
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Lsia
Assets under management
$735,613,415
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Alidade Capital, LLC
Assets under management
$688,326,672
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Cranbrook Wealth Management, LLC
Assets under management
$676,302,366
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
9. Northern Financial Advisors, Inc
Assets under management
$554,548,498
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Tax Prep
- Not sure which one to choose?Use our smart matching tool
10. Lifecycle Financial Planners Inc.
Assets under management
$384,731,337
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Tax Preparation Services
Your first meeting is free.